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Rebecca N
CFP®, Series 66
Pensacola, FL
Financial Journey LLC
Rebecca Newton is a CFP® and Series 66 credentialed advisor with 21 years of industry experience. She is the principal of Financial Journey LLC, where she has worked since 2020. Prior to that, she was with Concord Wealth Partners for three years and Financial Strategies Group for ten years. In addition to her advisory work, she is the founder of Financial Journey Courses LLC, which provides educational content, and she serves as a seasonal tax lead supporting tax preparation with Intuit Inc. Financial Journey LLC serves individual and high-net-worth clients with tailored investment management and a range of financial planning services, including project-based and ongoing comprehensive planning. The firm uses a Modern Portfolio Theory-based approach primarily implemented through passive vehicles, supplemented by fundamental, technical, and cyclical analysis, and incorporates tax-aware and goal-based portfolio reviews.
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